See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,429 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,889 | $64,954+1.4% | $115,752-43.1% | $62,292+5.8% |
| Participation rate | 84.5% | 73.0%+11.5pp | 77.8%+6.7pp | 69.5%+15.0pp |
| Annual return | 12.82% | 24.87%-12.0pp | 19.41%-6.6pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,587 | $2,344-32.3% | $3,492-54.5% | $2,042-22.3% |
| Participant deferral / active EE | $2,630 | $3,665-28.3% | $5,204-49.5% | $3,169-17.0% |
| Admin fee / account holder | $9 | $414-97.8% | $6,278-99.9% | $479-98.1% |